DF DENT & CO INC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$7.5T
Holdings
260
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (260 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VVISA INC CL A | 783,905 | $274.7B | 3.67% | |
| 2 | HEIHEICO CORP CL A | 1,236,566 | $260.9B | 3.48% | |
| 3 | WCNWASTE CONNECTIONS INC | 1,239,741 | $242.0B | 3.23% | |
| 4 | T7DTRANSDIGM GROUP INC | 167,967 | $232.3B | 3.10% | |
| 5 | VMCVULCAN MATERIALS CO | 920,185 | $214.7B | 2.87% | |
| 6 | MAMASTERCARD INC-CLASS A | 390,798 | $214.2B | 2.86% | |
| 7 | ECLECOLAB INC | 833,428 | $211.3B | 2.82% | |
| 8 | MCOMOODYS CORP | 435,775 | $202.9B | 2.71% | |
| 9 | AMZNAMAZON.COM INC | 1,023,214 | $194.7B | 2.60% | |
| 10 | CSGPCOSTAR GROUP INC | 2,367,144 | $187.5B | 2.50% | |
| 11 | —ANSYS INC | 591,765 | $187.3B | 2.50% | |
| 12 | VLTOVERALTO CORP | 1,780,863 | $173.5B | 2.32% | |
| 13 | ISRGINTUITIVE SURGICAL INC | 345,060 | $170.9B | 2.28% | |
| 14 | —ALPHABET INC CLASS C | 1,085,481 | $169.6B | 2.26% | |
| 15 | TECHBIO-TECHNE CORP | 2,881,170 | $168.9B | 2.26% | |
| 16 | FASTFASTENAL CO | 2,175,667 | $168.7B | 2.25% | |
| 17 | VEEVVEEVA SYSTEMS, INC. | 716,785 | $166.0B | 2.22% | |
| 18 | SPGIS & P GLOBAL INC | 314,535 | $159.8B | 2.13% | |
| 19 | CBRECBRE GROUP INC | 1,094,984 | $143.2B | 1.91% | |
| 20 | ODFLOLD DOMINION FGHT LINES INC CO | 791,199 | $130.9B | 1.75% | |
| 21 | MSFTMICROSOFT CORP | 347,687 | $130.5B | 1.74% | |
| 22 | GWREGUIDEWIRE SOFTWARE INC | 651,959 | $122.2B | 1.63% | |
| 23 | DHRDANAHER CORP | 569,271 | $116.7B | 1.56% | |
| 24 | KNSLKINSALE CAPITAL GROUP INC. | 233,251 | $113.5B | 1.52% | |
| 25 | TMOTHERMO FISHER SCIENTIFIC INC | 212,499 | $105.7B | 1.41% | |
| 26 | GSHDGOOSEHEAD INSURANCE, INC. | 892,916 | $105.4B | 1.41% | |
| 27 | MKLMARKEL GROUP INC | 55,271 | $103.3B | 1.38% | |
| 28 | CDNSCADENCE DESIGN SYS | 400,954 | $102.0B | 1.36% | |
| 29 | VRSKVERISK ANALYTICS INC | 338,354 | $100.7B | 1.34% | |
| 30 | WSTWEST PHARMACEUTICALS, INC. | 439,298 | $98.3B | 1.31% | |
| 31 | MPWRMONOLITHIC PWR SYS INC COM | 159,988 | $92.8B | 1.24% | |
| 32 | MANHMANHATTAN ASSOCS INC COM | 526,820 | $91.2B | 1.22% | |
| 33 | APPFAPPFOLIO, INC | 391,903 | $86.2B | 1.15% | |
| 34 | RGENREPLIGEN CORPORATION | 574,676 | $73.1B | 0.98% | |
| 35 | KMXCARMAX INC | 818,412 | $63.8B | 0.85% | |
| 36 | TEAMATLASSIAN CORPORATION CL A | 299,550 | $63.6B | 0.85% | |
| 37 | INTUINTUIT INC. | 101,631 | $62.4B | 0.83% | |
| 38 | TYLTYLER TECHNOLOGIES INC | 99,392 | $57.8B | 0.77% | |
| 39 | SITESITEONE LANDSCAPE SUPPLY, INC. | 466,343 | $56.6B | 0.76% | |
| 40 | ASMLASML HOLDINGS | 82,252 | $54.5B | 0.73% | |
| 41 | —WNS HOLDINGS LTD | 873,866 | $53.7B | 0.72% | |
| 42 | BAHBOOZ ALLEN HAMILTON HOLDING CO | 512,095 | $53.6B | 0.72% | |
| 43 | CPRTCOPART INC COM | 936,730 | $53.0B | 0.71% | |
| 44 | ORLYO REILLY AUTOMOTIVE | 35,694 | $51.1B | 0.68% | |
| 45 | SHWSHERWIN-WILLIAMS | 143,631 | $50.2B | 0.67% | |
| 46 | ZTSZOETIS INC | 294,227 | $48.4B | 0.65% | |
| 47 | UBERUBER TECHNOLOGIES, INC. | 629,924 | $45.9B | 0.61% | |
| 48 | MEDPMEDPACE HOLDINGS, INC. | 149,458 | $45.5B | 0.61% | |
| 49 | QCOMQUALCOMM INC | 292,424 | $44.9B | 0.60% | |
| 50 | AMTAMERICAN TOWER CORP | 199,806 | $43.5B | 0.58% | |
| 51 | MTDMETTLER TOLEDO INTL | 33,154 | $39.2B | 0.52% | |
| 52 | CNMCORE & MAIN INC CL A | 800,114 | $38.7B | 0.52% | |
| 53 | FNDFLOOR & DECOR HOLDINGS, INC. | 468,942 | $37.7B | 0.50% | |
| 54 | HLNEHAMILTON LANE INC | 251,735 | $37.4B | 0.50% | |
| 55 | MSCIMSCI INC COM | 65,097 | $36.8B | 0.49% | |
| 56 | MUSAMURPHY USA INC COM | 69,806 | $32.8B | 0.44% | |
| 57 | EXPEAGLE MATERIALS INC | 145,870 | $32.4B | 0.43% | |
| 58 | CWSTCASELLA WASTE SYSTEMS INC CL A | 288,856 | $32.2B | 0.43% | |
| 59 | CRWDCROWDSTRIKE HOLDINGS, INC. | 83,064 | $29.3B | 0.39% | |
| 60 | NOWSERVICENOW INC | 35,886 | $28.6B | 0.38% | |
| 61 | PTCPTC INC | 173,269 | $26.8B | 0.36% | |
| 62 | PRMPERIMETER SOLUTIONS INC COMMON | 2,660,674 | $26.8B | 0.36% | |
| 63 | DSGTHE DESCARTES SYSTEMS GROUP IN | 264,075 | $26.6B | 0.36% | |
| 64 | RBCRBC BEARINGS INC | 80,690 | $26.0B | 0.35% | |
| 65 | ROPROPER TECHNOLOGIES INC | 43,417 | $25.6B | 0.34% | |
| 66 | MORNMORNINGSTAR INC | 82,963 | $24.9B | 0.33% | |
| 67 | HQYHEALTHEQUITY, INC. | 279,971 | $24.7B | 0.33% | |
| 68 | MSIMOTOROLA SOLUTIONS INC. | 56,141 | $24.6B | 0.33% | |
| 69 | —IDEX CORP | 129,676 | $23.5B | 0.31% | |
| 70 | —IDEXX LABS INC | 54,318 | $22.8B | 0.30% | |
| 71 | ENTGENTEGRIS INC | 253,208 | $22.2B | 0.30% | |
| 72 | SPSCSPS COMMERCE INC | 163,384 | $21.7B | 0.29% | |
| 73 | JBTJBT MAREL CORPORATION COM | 171,959 | $21.0B | 0.28% | |
| 74 | PCORPROCORE TECHNOLOGIES INC | 317,351 | $21.0B | 0.28% | |
| 75 | MCHPMICROCHIP TECH INC | 431,041 | $20.9B | 0.28% | |
| 76 | HAYWHAYWARD HOLDINGS INC | 1,480,845 | $20.6B | 0.28% | |
| 77 | PGPROCTER & GAMBLE CO | 119,938 | $20.4B | 0.27% | |
| 78 | NOVTNOVANTA INC COM NPV | 156,317 | $20.0B | 0.27% | |
| 79 | ALRMALARM.COM | 351,060 | $19.5B | 0.26% | |
| 80 | AAPLAPPLE INC | 84,801 | $18.8B | 0.25% | |
| 81 | CSWCSW INDUSTRIALS INC | 64,451 | $18.8B | 0.25% | |
| 82 | CRLCHARLES RIVER LABORATORIES INT | 114,988 | $17.3B | 0.23% | |
| 83 | EXPOEXPONENT INC | 211,732 | $17.2B | 0.23% | |
| 84 | EVTCEVERTEC INC | 433,158 | $15.9B | 0.21% | |
| 85 | UTZUTZ BRANDS INC. | 1,125,017 | $15.8B | 0.21% | |
| 86 | COSTCOSTCO WHOLESALE CO | 16,682 | $15.8B | 0.21% | |
| 87 | SSDSIMPSON MANUFACTURING CO | 99,775 | $15.7B | 0.21% | |
| 88 | LMATLEMAITRE VASCULAR | 184,869 | $15.5B | 0.21% | |
| 89 | WDFCWD-40 COMPANY | 63,426 | $15.5B | 0.21% | |
| 90 | BFAMBRIGHT HORIZONS FAM SOL IN DEL | 118,527 | $15.1B | 0.20% | |
| 91 | FSSFEDERAL SIGNAL CORP | 193,823 | $14.3B | 0.19% | |
| 92 | PLOWDOUGLAS DYNAMICS INC | 567,293 | $13.2B | 0.18% | |
| 93 | DAVAENDAVA plc | 673,653 | $13.1B | 0.18% | |
| 94 | AGYSAGILYSYS INC | 180,730 | $13.1B | 0.18% | |
| 95 | TRUPTRUPANION, INC. | 344,576 | $12.8B | 0.17% | |
| 96 | BRK/BBERKSHIRE HATHAWAY INC CL B | 24,087 | $12.8B | 0.17% | |
| 97 | KAIKADANT INC | 33,606 | $11.3B | 0.15% | |
| 98 | RXSTRXSIGHT INC | 421,061 | $10.6B | 0.14% | |
| 99 | —APPLIED INDL TECHNOLOGIES INC | 46,123 | $10.4B | 0.14% | |
| 100 | BRK-BBERKSHIRE HATHAWAY INC DELAWA | 13 | $10.4B | 0.14% |
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